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iShares US Tech Breakthrough Multisector ETF

36 hedge funds and large institutions have $349M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$327M 8,956,581 -41,040 -0.5%
RCS
2
Retirement Capital Strategies
California
$9.06M 264,095 -13,436 -5%
SPC
3
Sigma Planning Corp
Michigan
$2.68M 73,506 +49,170 +202%
SSWM
4
Sheets Smith Wealth Management
North Carolina
$2.66M 72,952 +4,293 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.7M 46,515 +46,515 New
AWM
6
AE Wealth Management
Kansas
$1.3M 35,759 +35,759 New
LPL Financial
7
LPL Financial
California
$646K 17,712 -42,405 -71%
Bank of America
8
Bank of America
North Carolina
$639K 17,537 +2,387 +16%
VWA
9
Visionary Wealth Advisors
Illinois
$583K 15,979 +126 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$479K 13,139 -15,767 -55%
TRCT
11
Tower Research Capital (TRC)
New York
$440K 12,078 -2,028 -14%
BCM
12
Brasada Capital Management
Texas
$419K 11,486 +791 +7%
PCIA
13
Prime Capital Investment Advisors
Kansas
$383K 9,142
SWA
14
Stratos Wealth Advisors
Ohio
$374K 10,246 -171 -2%
CA
15
Cetera Advisors
Colorado
$282K 7,739 -30,856 -80%
AC
16
Abbrea Capital
California
$279K 7,650
Osaic Holdings
17
Osaic Holdings
Arizona
$223K 4,078 +361 +10%
Morgan Stanley
18
Morgan Stanley
New York
$57K 1,550 +183 +13%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$36.7K 1,006
Fidelity Investments
20
Fidelity Investments
Massachusetts
$36K 988 +439 +80%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$25K 679 +679 New
PB
22
Pinnacle Bancorp
Nebraska
$22K 599
KA
23
Kozak & Associates
Colorado
$15K 442
IA
24
IFP Advisors
Florida
$13K 500 +500 New
APA
25
American Portfolios Advisors
New York
$11.9K 327 +227 +227%